Bpm’online sales

Field Sales & Pharma

• While planning a visit users can now go to a contact or account page without opening a pop-up summary.

Opening a contact page

 

• Visit rules are now automatically defined according to a visit category. For example, if only one rule is defined for a visit in the lookup, then when planning such a visit that rule will be applied by default.

• The problem which prevented some users from installing the “Field sales” package updates has been fixed.

Bpm’online marketing

Landing pages

• A single landing page can now be set up for multiple websites. Simply specify their URLs separated by commas in the [Website address] field.

• Spaces and other special characters are now detected when the landing page fields are automatically filled in when a recipient follows a link from a newsletter. Now spaces and special characters will be correctly placed in the appropriate fields of a landing page.

Bulk Emails

The bulk email response update speed has been improved.

Bpm’online service

Case lifecycle

A new mechanism of case lifecycle stages calculation has been developed. The new lifecycle information can be used to get a comprehensive case analysis: how long a case has stayed on each stage, assignee or support line. The actual duration of the lifecycle stages are displayed in separate columns. The duration can be displayed in calendar minutes, hours or days.

Case page on the self-service portal

On the self-service portal, the “Remaining/Delay” indicator has been added to the planned terms of response and resolution, if there are more than 14 days left before the scheduled deadline.

Base interface and system capabilities

Filters

• Users now have better control over the available work space by being able to change the width of the folder area and filter module.

Changing the width of the folder area

 

• The system now works properly when the filter conditions were not displayed in the list, although the data in the section had been filtered by folder or quick filter.

• When quick filtering by lookup columns you can now not only select the lookup value, but also find the value by a text fragment.

Quick filtering by lookup columns

 

• The problem that in rare cases caused an incorrect display of the number of records in sections when users applied quick filters has been eliminated.

• The functionality of filtering in the advanced mode by lookup column has been enhanced. When using the “≠” condition, records with unfilled fields are now taken into account. For example, when the filter is set up to <Type ≠ Customer> in the [Accounts] section, both accounts that are not customers and those with the [Type] field unfilled will be displayed.

• Folder tree and filters settings are now automatically saved in the user profile. When opening a section, the folder tree and filter area will be displayed in the same way as they were displayed previously.

• The way disabled conditions and groups of conditions are displayed in the advanced mode has been changed. For better readability, the filters are displayed as inactive.

Display of disabled filtering conditions

 

• The display of quick filters and summaries, when multiple indicators are set up in the list, has been improved.

Display of quick filters and summaries with multiple indicators.

 

Multiple languages

• For a more convenient application localization process, in the translation interface, display values of business processes elements (formulas, elements of auto generated pages, etc.) that do not require localization are now not shown. When updating the strings, filtration is performed and strings with keys by the “* Parameters.*.DisplayValue” value will not appear in the [Translation] section.

• In the [Translation] section, advanced filters have been added to the list view.

• The possibility to use folders during translation, as well as static folders to select lists of strings has been implemented. For example, for localization you can select a list of strings in the self-service portal interface.

Folder tree in the translation list

 

• Translations can now be imported from an *.xlsx file by using the data import. To do this, use the template imported from the translation list by using the [Export list to file] action of the [Translation] section. The uniqueness check should be carried out by the [Key] column. After importing, perform the [Apply translations] action in the [Translation] section.

Working with the system

• The way checkboxes are displayed in the system has been improved.

• For better user experience, the date display mechanism on charts which allows for taking into account date format settings specified in the user profile has been improved.

• Automatic scaling of the logo has been implemented. Now logos on the login page are displayed correctly, if the size of the image is different from the standard one.

• The display of the workflow bar with a large number of case or business process stages has been improved.

Display of the workflow bar

 

• Data in the vertical view of the list, when two or more columns are displayed in a single row, is now displayed correctly.

• The list of special characters that can be used in email-addresses on the [Communication options] detail has been extended. The following characters have been added: ! # $ % & ' * + - / = ? ^ _ ` . { | } ~.

• On the [Files and notes] tab, you can now use links to local files. Additionally, you can now open such links without additional settings in Internet Explorer 11. Other browsers block this feature by default.

SSO support

• If SSO integration is set up, the system will automatically create a profile for users that log in to the system for the first time. This feature is provided by the Just-In-Time User Provisioning technology. A user will be provided with all licenses, organizational and functional roles same as those on user’s domain resources. The mechanism is implemented for the main site and for the self-service portal.

• The ability to customize the default values to fill in in the contact page, which is automatically created when the user first logs in, has been added. This will enable you to create complete employee profiles, without having to spend time filling out fields manually.

• Information about employees, as well as their organizational and functional roles in bpm'online, will now be up to date. The mechanism that updates user data every time they log in to the application has been added. Parameters of contacts and roles are updated with data from the SAML Assertion.

Customer data management tools

Data enrichment

• During data enrichment, the list of found phone numbers will not display duplicates, as searching for phone numbers is now performed without taking into account special characters.

• Improved compatibility of information search about the company from Facebook and the functionality of the data enrichment supplier. Now, if a link to account’s Facebook profile was added during the account data enrichment process, the system will automatically use this link when performing the [Update with social networks data] action. Previously, when enriching data from Facebook, only manually added links to an account page were taken into account.

• Now, upon data enrichment launch, the system will notify you if the data enrichment has not been set up yet and will prompt you to complete the next steps.

• Searching for companies during account creation has been optimized. When you enter the name of the account, the drop-down list now displays the companies with the same name.

• The relevance of phone numbers and email addresses of companies during data enrichment has been improved. Due to automatic analysis, incorrect data is eliminated and does not appear in the search results.

• Now, if during data enrichment the system does not find data about an account, then you will see a message with comprehensive information on possible causes and ways to solve the problem.

Mobile application

• With expanded list settings in the [Leads] and [Accounts] sections in the mobile application wizard users can add primary display columns and additional columns to the lists of the [Leads] and [Accounts] sections.

• Mobile application now enables you to link accounts and contacts in feed posts. Enter @ to link a contact or $ to link an account in the text of your feed post. Start typing a contact or account name after the @ or $ character, then select the needed record from a menu.

Mentioning a contact in the feed

 

• WebSSO support by SAML2.0: bpm’online users can use Single Sign-on for authentication in the mobile app. This enables using the mobile app to sign in to all corporate services by entering login credentials only once, as well as use the mobile app to sign out from all services at once.

Mobile app for Field Sales

SKU monitoring with the ability to enter product prices is now available in the mobile app. Sales reps will be able to add product price information in the system during visits.

Integrations

Excel data import

• The mechanism of generated tag names when importing data has been improved. Now, the time specified in the tag title takes into account the user's time zone.

• The problem that occurred when importing large numbers in a decimal field has been fixed.

Google calendar synchronization

• Now, during synchronization with Google Calendar, you can use the [Description] field value. This field now syncs with the notes on the bpm’online activity page.

Business processes

• An article describing basic rules and examples of formulas has been added to the Academy website. When setting up formulas, you can quickly access this article by clicking a link in the process designer.

User customization tools

Printable templates

• Now, it is not obligatory to display the table in the printable if it doesn’t contain any data. For this purpose, the checkbox which enables you to specify that an empty table does not need to be output in a printable when setting up tables has been added.

• An option to display checkboxes in a printable has been added. The value of the checkbox can be displayed as a text or as a pre-configured image. The [#Boolean|Yes.No#] and [#Boolean|CheckBox#] macros are for this purpose. The full list of macros for printable templates will be published as a part of the SDK documentation.

• When installing the bpm’online plug-in for MS Word, the system will automatically check if required version of Microsoft .NET Framework is installed.

Analytics setup

• The charts can now display a separate segment of those records which have empty or null grouping fields. For example, the “Customers by industry” chart can include a separate segment for those customers who have not filled in the industry field. The chart settings now include the [Use empty value] checkbox that allows for choosing whether to display empty values. In addition, users can restrict the number of chart elements to display by using the “Chart data request restriction” system setting.

A chart displaying a segment with an unfilled grouping field

 

Administration

• Now you can get acquainted with the product or deploy a development instance without a license request. The new version offers a demo mode, which can be used without a license but with a limit of 1000 records.

• The audit log messages are now displayed identically for all system administrators - in a language that is used in the system by default.

• The option to set a timeout of user sessions via the user interface with the “User session timeout” system setting has been added. The setting is automatically applied to all new sessions.

Development tools

• Now you can use an SVN without making changes to configuration files or calling the support team. SVN is now enabled by default. After selecting a repository, you can commit custom packages to it or install custom packages from it.

• In the object designer, you can now specify an arbitrary name for the localization table that will solve the automatic naming conflicts.

• For a more convenient development process, the default maximum permissible length of object names has been extended from 30 to 128 characters. Please note that objects with names longer than 30 characters cannot be used with Oracle databases below version 12.2.

• Mobile app developers will be able to switch to a developer’s mode and test new features on a released mobile app version. It is not obligatory to deploy a debug version of the mobile app to test new features.